# Castle Wealth Planning

Castle Wealth Planning is a Bank / Wealth / Trust based in Santa Barbara, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Santa Barbara, United States
- **Region:** North America
- **Address:** Santa Barbara, CA, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** castlewealthplanning.com
- **LinkedIn:** https://www.linkedin.com/company/nate-cultice-6406307

## Regulatory record

- **CRD number:** 141601
- **SEC file number:** 801-88216
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141601

## About

Castle Wealth Planning is an SEC-registered investment adviser in Santa Barbara, CA, registered since 2015. The firm manages $236 million in assets, with $203 million on a discretionary basis. It has 3 employees and 1 investment adviser.

## Questions

### Is Castle Wealth Planning a fiduciary?

As a registered investment advisor, Castle Wealth Planning operates under the fiduciary standard, meaning it is legally required to place client interests first. This distinguishes it from broker-dealer models, which operate under a suitability standard. The firm's ADV filings and client agreements reflect this obligation.

### What is the minimum asset threshold to become a Castle Wealth Planning client?

The firm has not publicly disclosed a formal minimum. Boutique RIAs in the Santa Barbara market often require between $500,000 and $1 million in investable assets, but the threshold can be flexible depending on the complexity of a household's planning needs and the potential for future asset growth.

## Related profiles

- [Castle Wealth Management](https://altss.com/profile/castle-wealth-management)
- [Castleview Wealth Advisors](https://altss.com/profile/castleview-wealth-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

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